See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,211 | $96,965-40.0% | $97,995-40.6% | $147,584-60.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 4.62% | 24.11%-19.5pp | 23.94%-19.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $3,765 | $4,536-17.0% | $4,158-9.5% | $4,876-22.8% |
| Participant deferral / active EE | $1,736 | $5,081-65.8% | $5,097-65.9% | $5,439-68.1% |
| Admin fee / account holder | $5,503 | $8,120-32.2% | $5,943-7.4% | $10,885-49.4% |